True Wealth Design
CMG icon

True Wealth Design’s Chipotle Mexican Grill CMG Stock Holding History

True Wealth Design’s Portfolio CMG Stock Details CMG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$51.8K Sell
1,622
-165
-9% -$5.72K 0.01% 492
2026
Q2 		$60.8K Sell
1,787
-2,008
-53% -$65.6K 0.01% 417
2026
Q1 		$121K Sell
3,795
-86
-2% -$3.18K 0.03% 170
2025
Q4 		$144K Buy
3,881
+3,549
+1,069% +$128K 0.04% 126
2025
Q3 		$13K Sell
332
-590
-64% -$26.6K ﹤0.01% 748
2025
Q2 		$51.8K Buy
922
+302
+49% +$15.4K 0.02% 202
2025
Q1 		$31.1K Buy
620
+216
+53% +$11.7K 0.01% 270
2024
Q4 		$24.4K Buy
404
+95
+31% +$5.72K 0.01% 295
2024
Q3 		$17.8K Buy
309
+297
+2,475% +$16.4K 0.01% 338
2024
Q2 		$752 Buy
+12
New +$745 ﹤0.01% 578
2023
Q4 		– Sell
-50
Closed -$1.83K – 788
2023
Q3 		$1.83K Buy
+50
New +$1.95K ﹤0.01% 273
2023
Q2 		– Sell
-50
Closed -$1.71K – 805
2023
Q1 		$1.71K Buy
+50
New +$1.57K ﹤0.01% 343

Other funds holding CMG

Sustainable Growth Advisers
Sustainable Growth Advisers Stamford, Connecticut $9.9B AUM 6.96% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Montrusco Bolton Investments
Montrusco Bolton Investments Montreal, Quebec, Canada $5.77B AUM 24.61% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Bank Pictet & Cie (Europe)
Bank Pictet & Cie (Europe) Frankfurt Am Main, Germany $5.31B AUM 25.55% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return
Fisher Funds Management
Fisher Funds Management Auckland, New Zealand $3.44B AUM 17.27% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return

True Wealth Design's CMG Position: Q3 2026 in Review

True Wealth Design reduced its Chipotle Mexican Grill (CMG) stake by 9.2% in Q3 2026, selling an estimated $5.72K and leaving 1,622 shares worth $51.8K. The position accounts for 0.01% of the portfolio, ranked #492.

True Wealth Design first reported a position in CMG in Q1 2023 and has held it in 12 quarters since. The position peaked at $144K in Q4 2025. 337 funds tracked by Wall St. Rank hold CMG as of Q3 2026.

  • True Wealth Design held 1,622 shares of Chipotle Mexican Grill worth $51.8K as of Q3 2026.
  • True Wealth Design sold 165 Chipotle Mexican Grill shares in Q3 2026, an estimated $5.72K.
  • Chipotle Mexican Grill made up 0.01% of True Wealth Design's portfolio in Q3 2026, its #492 holding.
  • True Wealth Design first reported a position in Chipotle Mexican Grill in Q1 2023 and has held it in 12 quarters since.
  • True Wealth Design's Chipotle Mexican Grill position peaked at $144K in Q4 2025.
  • 337 funds tracked by Wall St. Rank held Chipotle Mexican Grill as of Q3 2026.

Based on True Wealth Design's 13F filing for Q3 2026, filed 13 Oct 2026.